GruntWorx Security & Compliance

All firms should be concerned about security and compliance regarding their client’s data. Learn the key security safeguards to look for when considering adding Software-as-a-Service (SaaS) solutions into your workflow.

IRC Section 7216 Compliant
Tax professionals using GruntWorx products to prepare returns are not required to have clients sign written consent forms to use or disclose tax data.

The use of GruntWorx products is permitted as a tax preparer to tax preparer disclosure described in Treasury Regulations Section 301.7216-2(d)(1), since all GruntWorx service providers are located in the United States and GruntWorx provides an auxiliary service in connection with the preparation of tax returns that does not provide the substantive determinations of advice affecting the tax liability reported by taxpayers.

SSAE 16 SOC 2 Type 1 Security Examination
Here at GruntWorx, we prioritize the security and integrity of your data. We are proud to announce our achievement of the AICPA’s Statement on Standards for Attestation Engagements Number 16 (SSAE 16) SOC 2 Type 1 compliance, demonstrating our commitment to the highest standards of information security. This certification validates that our systems and processes meet stringent criteria for security, availability, processing integrity, confidentiality, and privacy. The examination was performed by an independent CPA firm, Plante Moran, PLLC.

By adhering to these industry-leading standards, we assure our clients that their sensitive information is handled with the utmost care and protection. At GruntWorx, we understand the importance of trust in today’s digital landscape, and our SSAE 16 SOC 2 Type 1 compliance underscores our dedication to maintaining the highest levels of data security. Partner with us and experience the peace of mind that comes with knowing your data is in safe hands.


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